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Philip James Wealth Mangement, LLC: TAIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Philip James Wealth Mangement, LLC on TAIL, newest first. How the timeline and the estimate are built.

Philip James Wealth Mangement, LLC held 111,930 TAIL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,930 shares
    Change vs previous 13F -7,872 shares

    0.13% of the 13F portfolio, value $1,189,816.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 119,802 shares
    Change vs previous 13F -48,209 shares

    0.16% of the 13F portfolio, value $1,402,881.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 168,011 shares
    Change vs previous 13F +5,575 shares

    0.22% of the 13F portfolio, value $1,930,446.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 162,436 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,921,618.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).